$shmd
Breaking: $SHMD announces significant convertible notes financing and highlights advancements in glass substrate technology for AI chips, while facing competition and market adoption questions. Recent posts indicate strong interest in their 20-F filings and potential customer relationships.
About $shmd
$SHMD is a company manufacturing specialized equipment for semiconductor production, focusing on glass substrate technology.
Insights
- $shmd engagements hit 39K which is 735% higher than it's daily average.
- $shmd engagements is up 4222.54% from the previous week.
- $shmd posts created is up 1500% from the previous week.
Engagements: [------] (24h)
Engagements 24-Hour Time-Series Raw Data
Current Value: [------]
Daily Average: [-----]
[--] Week: [------] +4,223%
[--] Month: [-------] +30%
[--] Months: [---------] +252%
[--] Year: [---------] +1,494%
1-Year High: [------] on 2025-12-26
1-Year Low: [--] on 2025-03-06
Engagements by network (24h): X: [------] Reddit: [--]
Mentions: [--] (24h)
Mentions 24-Hour Time-Series Raw Data
Current Value: [--]
Daily Average: [--]
1-Year High: [---] on 2025-07-08
1-Year Low: [--] on 2025-02-19
Mentions by network (24h): X: [--] Reddit: [--]
Creators: [--] (24h)
Creators 24-Hour Time-Series Raw Data
[--] unique social accounts have posts mentioning $shmd in the last [--] hours which is no change from in the previous [--] hours
Daily Average: [--]
1-Year High: [---] on 2025-07-08
1-Year Low: [--] on 2025-02-19
The most influential creators that mention $shmd in the last [--] hours
| Creator | Rank | Followers | Posts | Engagements |
|---|---|---|---|---|
| @pennycheck | [--] | [------] | [--] | [------] |
| @JKeynesAlpha | [--] | [------] | [--] | [-----] |
| @joinyellowbrick | [--] | [------] | [--] | [-----] |
| @SpikeRadar | [--] | [--] | [--] | [---] |
| @beach_trades | [--] | [------] | [--] | [---] |
Sentiment: 75%
Sentiment 24-Hour Time-Series Raw Data
Current Value: 75%
Daily Average: 88%
[--] Week: 67% -13%
[--] Month: 74% -6%
[--] Months: 74% -26%
[--] Year: 74% -26%
1-Year High: 100% on 2025-04-24
1-Year Low: 50% on 2025-05-11
Most Supportive Themes:
- Convertible Notes Financing: (40%) $SHMD announced a $30 million convertible notes financing to support working capital, CapEx, and potential acquisitions. This financing is seen as a positive step, providing runway and reducing risk.
- Glass Substrate Technology: (30%) The company's focus on glass substrate technology for next-generation AI computing is highlighted as a key growth driver. This technology is crucial for advanced AI chips that require glass to prevent warping.
- Relative Strength and Market Performance: (20%) $SHMD is noted for showing strength on red days, indicating positive market sentiment and potential for breakout. Its performance is often mentioned alongside other strong-performing stocks.
Most Critical Themes:
- Competition and Market Adoption: (70%) While $SHMD has advanced technology in glass core substrates, it faces competition from established players like Unimicron and Samsung. The broader market adoption of glass substrates, particularly by major players like TSMC, is still developing.
- Investment and Dilution Concerns: (30%) There are discussions regarding potential dilution from convertible notes and warrants, although some analysis suggests the effect is negligible. The lack of confirmed investment from major figures like Chris Hohn or TCI Fund is also noted.
Top $shmd Social Posts
Top posts by engagements in the last [--] hours
Showing a maximum of [--] top social posts without a LunarCrush subscription.
"Added [--] new stock write-ups to the site (pt 1): @AmsterdamStocks (undervalued Japan) - $8059.T $5075.NG $3565.T $3640.T $1777.NG @JRI_Podcast - $ACM.CN @jakeallen3 - $STUB @IdeaBrunchEmail - $MTDL.JK @man26uel - $SHMD (pass) @divfinsanalyst - $MKTX (earnings)"
X Link @joinyellowbrick 2026-02-17T19:31Z 26K followers, [----] engagements
"Market Close 02/16 (4:06 PM ET) - Top Losers (stocks over $250M market cap) $ANPA -50.7% Rich Sparkle Holdings Limited Faces Stretched Valuations and Weak Fundamentals $IRON -21.9% Disc Medicine's Rare Disease Drug Rejected by US FDA Stock Plunges $NVCR -12.4% NovoCure Stock Falls Amid Lack of Clear Catalyst Short Selling Concerns $SHMD -11.6% SCHMID Group N.V. Stock Falls Amid $30 Million Convertible Notes Financing Announcement $BROS -10.6% Dutch Bros Inc. Stock Falls Amid Mixed Market Sentiment $AKBA -10.4% Akebia Therapeutics Stock Falls as Analysts Trim Fair Value Anchor to $5.00 $BFAM"
X Link @SpikeRadar 2026-02-17T15:30Z [--] followers, [---] engagements
"$SHMD SCHMID Group (SHMD) Investor Takeaways from the updated 20-F Filing [--]. Order Inflection Is Real and Accelerating The 20-F discloses [--] million in [----] order intake with most orders recorded since mid-Q2 [----]. That compares to just [----] million in order backlog at year-end [----]. Both manufacturing plants (Germany and China) are running near full capacity. The filing further states [----] order intake is expected to grow 20% over [----] implying [---] million. This is a step function from the trough not a gradual recovery. [--]. AI Server Boards Are the Primary Demand Driver Every AI chip (NVIDIA"
X Link @JKeynesAlpha 2026-02-17T12:23Z 21.2K followers, [----] engagements
"$SHMD SCHMID Group (SHMD): Customer Concentration and the AI Supply Chain The 20-F doesn't name SCHMID's major customers but the data in the filing points clearly to who they are and why it matters. What the Filing Shows Three customers each exceeded 10% of FY2024 revenue. Customer [--] brought in 7.9M (down from 25.1M in 2022). Customer [--] did 6.5M (down from 16.4M in 2023). Customer [--] did 6.2M (up from zero in [----] brand new relationship). Together they represented about 34% of the 60.8M total. The geographic breakdown does most of the work in identifying them. The U.S. was the largest market"
X Link @JKeynesAlpha 2026-02-17T12:10Z 21.2K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing